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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,766 | $171,867+27.9% | $149,718+46.8% | $147,585+48.9% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 24.44% | 2113.36%-2088.9pp | 1501.70%-1477.3pp | 578.57%-554.1pp |
| Employer contribution / active EE | $3,377 | $6,275-46.2% | $5,444-38.0% | $4,876-30.8% |
| Participant deferral / active EE | $5,685 | $7,270-21.8% | $6,568-13.4% | $5,439+4.5% |
| Admin fee / account holder | $1,670 | $13,799-87.9% | $11,283-85.2% | $10,885-84.7% |